Profit Sharing · DOL Form 5500 · 2022
Sarah Moore Bostwick Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 27th
- Percentile by assets National rank
Official DOL plan name: Sarah Moore Bostwick Employee Profit Sharing Plan and Trust · Sponsored by Sarah Moore Bostwick · Oregon · Professional & Technical Services
$1M in assets, N/A participants
Sarah Moore Bostwick's Sarah Moore Bostwick Employee Profit Sharing Plan and Trust reported $1M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 27th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,933 in Professional & Technical Services (21,562 peers)
Sarah Moore Bostwick multi-year trail
Sarah Moore Bostwick's plans moved +17.9% in assets from 2022 to 2024; this filing shows Sarah Moore Bostwick Employee Profit Sharing Plan and Trust at $1M / N/A participants.
- #4,933
- in Professional & Technical Services (21,562 peers)
- -7.5%
- assets change YoY
The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sarah Moore Bostwick Employee Profit Sharing Plan and Trust among the smaller filed plans by assets
Sarah Moore Bostwick Employee Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,169,396 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 931072662 · Sarah Moore Bostwick PY 2022 · Profit Sharing
Sarah Moore Bostwick Employee Profit Sharing Plan and Trust · $1M · N/A · 27th
- BOY $1M
- SCH N/A
- EBSA 27th
- PART Profit Sharing
- TYPE near Daniel Brenning Ing Profit Sharing
- NET ind #4933
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Oregon →
Sarah Moore Bostwick Employee Profit Sharing Plan and Trust in the asset neighbourhood
Sarah Moore Bostwick multi-year asset trail
Sponsor-wide plan assets over time
All Sarah Moore Bostwick plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 17.87102059524746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $1M |
| 2023 | 1 | N/A | $1M |
| 2024 | 1 | N/A | $1M |
Sarah Moore Bostwick filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$95K |
| Employer EIN | 931072662 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $731M · 5,197
- Legacy Health Defined Contribution Retirement Plan $557M · 10,849
- Willamette University Defined Contribution Retirement Plan $177M · 765
- The Hoffman Employee Retirement Income Plan $147M · 483
- Goodwill Industries Employee Retirement and Incentive Plan $61M · 1,519
Sarah Moore Bostwick Employee Profit Sharing Plan and Trust's closest out-of-state Profit Sharing peers by assets
Outside Oregon, the nearest Profit Sharing by end-of-year assets is Daniel Brenning Ing Profit Sharing in OH at $1M (this filing: $1M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.